Presented by MidAmerica Financial Resources
The uncertainty of the financial markets is a major concern of those nearing or just entering retirement. Will you need to work longer than planned? Do you need to increase savings or adjust spending? What can you do now to better preserve your assets and your lifestyle in retirement?
As independent financial professionals, we can help you find the answers you seek. We’ve focused our practice on understanding the unique challenges people face in preparing for retirement, and to provide personalized guidance that puts our clients’ goals first.
It’s important to understand that our approach doesn’t begin with answers or solutions. Instead, it begins with questions and a conversation that will help determine what is unique about you and your situation. Once we’ve determined your needs, preferences and goals, we will provide the analysis and research required to develop a strategy tailored to your individual needs that reflects your objectives and tolerance for risk.
Please call us at your convenience and allow us to introduce ourselves and learn more about your concerns. It would be our pleasure to help you move forward with confidence as you make the most of this new and exciting stage of life.
MidAmerica Financial Resources may be reached at 618.548.4777 or greg.malan@lpl.com www.mid-america.us
Securities and advisory services offered through LPL Financial, a Registered Investment Adviser, Member FINRA/SIPC.
MidAmerica Financial Resources and Malan Financial Group are separate and unrelated companies to LPL.
There is no assurance that the strategies discussed will be suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies. Investing involves risks including possible loss of principal.
